Integrate Teamwork Desk with LiquidPlanner
Send information between Teamwork Desk and LiquidPlanner automatically, without writing any code, using Zoho Flow.
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Add new tasks to your LiquidPlanner for new tickets generated in Teamwork Desk
Promptly address your customers' issues by creating tasks whenever a new ticket arises. This flow will generate a task within your LiquidPlanner for fresh tickets initiated in Teamwork Desk.
How it works
- The flow triggers when a new ticket is created in Teamwork Desk.
- Zoho Flow creates a new task in LiquidPlanner.
Add new tasks to your LiquidPlanner for new tickets generated in Teamwork Desk
Teamwork Desk + LiquidPlanner
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Supported triggers and actions
Integrate Teamwork Desk and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New ticket
Triggers when a new ticket is created
Ticket Unassigned
Triggers when a ticket in the selected inbox is unassigned
Ticket assigned
Triggers when a ticket in the selected inbox is assigned
New customer reply
Triggers when a customer sends a reply
New agent reply
Triggers when an agent sends a reply
New customer
Triggers when a new customer is created
New ticket note
Triggers when a ticket note is added
Thread edited
Triggers when a thread in the selected inbox is edited
Updated customer details
Triggers when the details of a customer are updated
New or updated client
Triggers when a new client is added or details of an existing client are updated
New or updated project
Triggers when a project is created or updated
New or updated package
Triggers when a package is added or updated
New or updated task
Triggers when a task is created or updated
New or updated document
Triggers when a document is created or updated
New or updated comment
Triggers when a comment is created or updated
All Actions - Actions are the automated tasks
Assign ticket
Assigns the selected ticket to a user
Create customer
Creates a new customer
Create ticket
Creates a new ticket
Link task to ticket
Links a task to a ticket
Update customer
Updates the details of an existing customer
Unassign ticket
Unassigns the selected ticket
Reply to ticket
Adds a reply to the selected ticket
Update ticket
Updates the details of an existing ticket
Fetch type
Fetches the type of an existing ticket by ID or name
Fetch agent
Fetches the details of an existing agent by ID, name, or email address
Fetch priorities
Fetches the priority of an existing ticket by ID or name
Fetch company
Fetches the details of an existing company by ID, name, or email address
Fetch status
Fetches the status of an existing ticket by ID or name
Fetch inbox
Fetches the details of an existing inbox by ID, name, or email address
Fetch source
Fetches the source of an existing ticket by ID or name
Fetch tags
Fetch the details of an existing tag by ID or name
Fetch ticket
Fetches the details of an existing ticket by ticket ID or name
Fetch customer
Fetches the details of an existing customer by name or email address
Create a task
Creates a new task
Create folder
Creates a new folder
Create a project
Creates a new project
Create a package
Creates a new package
Create an event
Create a full day event
Create a milestone
Creates a new milestone
What is Teamwork Desk?
Teamwork Desk is help desk software that lets you manage tickets, reports, and help docs. You can organize tickets with tags and smart inboxes, and get instant feedback from your customers.
What is LiquidPlanner?
LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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